DAS

Dynamic Advisor Solutions Portfolio holdings

AUM $3.45B
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.05M
3
+$1.44M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.23M
5
POT
Potash Corp Of Saskatchewan
POT
+$1.15M

Top Sells

1
+$3.78M
2
+$2.37M
3
+$1.32M
4
AGNC icon
AGNC Investment
AGNC
+$1.2M
5
GXC icon
SPDR S&P China ETF
GXC
+$1.02M

Sector Composition

1 Energy 9.61%
2 Industrials 7.91%
3 Utilities 6.79%
4 Healthcare 6.74%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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